Agent IQ and Extraco Consulting Band Together for High Tech - High Touch Personalization

Banking Services Never Sleep and Neither Should Customer Centric Personalization.

Brand Identities

Agent IQ and Extraco Consulting mutually announced a partnership to extend personalized, consistent banking beyond brick and mortar and into the palm of your customer's hand.

Agent IQ is known in the financial institution industry for a digital platform that enhances customer engagement by supporting bankers to efficiently personalize their connection with the customer at all levels of their banking stage. This may be through mobile or web chat with a live agent, or through AI powered self-serve chat that focuses specifically on supporting the customer's needs. Nothing is more personal to a customer than their finances, and Agent IQ's approach to customer services is highly collaborative and delivered through trusted advisors.

In fact, Vice President at Pinal County Credit Union Tiffany Miller recently stated, "We're always looking at ways to enhance convenience. It's another avenue for our members to reach out to us whenever it's convenient for them. It put us in the driver's seat so that we are able to be proactive with our members. It's a great relationship builder."

Soren Bested, Chief Revenue Officer of Agent IQ said that "Customers are looking for trusted personal advice to guide and advise them, and bankers want the technology to create that high, personalized touch with convenience and efficiency."

Extraco Consulting is committed to consistent customer service delivery in all channel touchpoints that the customer may use to communicate a need for active service. Whether this is done in a lobby, a video teller interaction, through a web chat, or via a smartphone, providing the resources to help banks and credit unions enhanced the delivery channels necessary to meet customer demands is necessary due to today's socially distanced behavior modifications.

One of Extraco Consulting's clients, Kleberg Bank, shared "Extraco Consulting values innovation and understands the technology and techniques required to provide the most exceptional customer service. They are thoughtful, engaging and truly want to see community focused institutions succeed. To this day, we keep in touch and talk about emerging trends and technologies. I consider them a trusted advisor and industry friend."

Lindsay Green, President of Extraco Consulting said, "We have been in the Universal Banker space for over a decade, but now we are able to assist our clients with extending their personalized, Universal Banker experience to their digital touch points. Our partnership with Agent IQ is the perfect complement as banks transition their high-tech customer entry points to a high-touch personal interaction. We are pleased to strengthen the customer experience with the leading industry experts in interactive digital solutions. Our approaches are exceptionally similar and will provide our clients even further benefit of building a personal banking WOW experience."

For more information on Agent IQ, visit www.agentiq.com. For more information on Extraco Consulting, visit www.extracoconsulting.com.

Source: Extraco Consulting and Agent IQ

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Categories: Banking, Finance, Insurance

Tags: Bank Training, Credit Union Training, Customer Service Training, Digital Banking, Face-to-Face Banking, High Tech-High Touch Banking, Interactive Banking, Personal Banking


About Extraco Consulting

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Lindsay Green
Lindsay Green
SVP, Managing Director, Extraco Consulting
Extraco Consulting
1704 N Valley Mills Dr
Waco, TX 76710
United States